Ping An Securities: Focus on investment opportunities in the wind power, photovoltaic, and energy storage sectors.

Gelonghui January 20 | Ping An Securities Research Reports stated that 1) In terms of wind power, the domestic offshore wind power market is improving, export conditions are favorable, and the commercialization process of floating wind farms is expected to accelerate. It is recommended to pay attention to: Ming Yang Smart Energy, Ningbo Orient Wires & Cables, etc.; demand for onshore wind power is expected to exceed expectations, and the overall machine prices are showing signs of stabilization and recovery. It is recommended to pay attention to: Goldwind Science & Technology, Windey Energy Technology Group, etc. 2) In terms of photovoltaics, the trend of the BC Battery industry is apparent. It is recommended to focus on: LONGi Green Energy Technology, Shanghai Aiko Solar Energy, etc.; at the same time, actively monitor the influence of policy guidance and industry self-discipline, which may lead to an optimization of competition in components, silicon materials, and other areas; pay attention to Tongwei Co.,

Gelonghui FinanceJan 20 08:56

The three major indices of the Hong Kong stock market continue to rise, with Banks and Semiconductors stocks performing brilliantly.

① How do the Institutions view the subsequent trends of Hong Kong stocks? ② What is the reason for the significant rise of WUXI XDC today?

cls.cnJan 15 16:36

"Is the 'anti-involution' effective? The Hong Kong stock market's photovoltaic Sector rebounds as prices across the Industry Chain rise ahead of the Spring Festival."

① The Hong Kong stock market's photovoltaic Sector is rebounding strongly; what recent Bullish factors are worth paying attention to? ② As the Spring Festival approaches, Industry Chain prices are rising widely; how do Institutions view the sustainability?

cls.cnJan 15 16:19

According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.

According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.

cls.cnJan 15 07:53

TrendForce Jibang Consulting: Domestic photovoltaic companies work together to break the "involution" as overseas production capacity enters an accelerated expansion stage.

According to incomplete statistics from TrendForce, there are 9 photovoltaic signed/planned projects for December 2024, among which 2 projects are signed domestically with a scale of 12GW, and 7 projects are planned overseas with a scale of approximately 19.5GW. The local capacity layout in India, the Middle East, and other regions is accelerating.

Zhitong FinanceJan 14 13:41

Sinolink: Photovoltaic Glass supply is expected to remain low in the short term, and a price turning point can be anticipated after the holiday.

Sinolink's Research Reports indicate that 1) the supply of Photovoltaic Glass is expected to remain low in the short term, and may even decrease further, with a price turning point anticipated after the holiday. January and February are the traditional off-peak season for module demand, and the suspension of Logistics during the Spring Festival affects the transactions of Photovoltaic Glass. During the Spring Festival, industry inventory typically increases to some extent; against the backdrop of intensified Operation and inventory pressure, it is expected that there will be room for further cold repairs of old small kilns and kilns of tail-end enterprises under significant operational pressure. 2) The willingness and ability of second- and third-tier enterprises to resume production are both weak, and the pace of cold repair capacity resumption is controllable.

Gelonghui FinanceJan 14 08:42